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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,999 | $45,087-84.5% | $69,483-89.9% | $72,976-90.4% |
| Participation rate | 89.2% | 68.5%+20.7pp | 74.6%+14.6pp | 69.5%+19.7pp |
| Annual return | -0.53% | 22.67%-23.2pp | 28.99%-29.5pp | 81.02%-81.5pp |
| Employer contribution / active EE | $934 | $2,055-54.6% | $2,780-66.4% | $2,440-61.7% |
| Participant deferral / active EE | $2,362 | $2,603-9.2% | $3,537-33.2% | $3,608-34.5% |
| Admin fee / account holder | $882 | $3,057-71.2% | $3,841-77.0% | $5,124-82.8% |